VermWerkApp
By soscomp
VermWerkApp is the quick and easy cellular access to the broker service center for customers of VermögensWerk AG. It provides an overview of consolidated customer accounts including all fund shares, investments and bank accounts.
The access check is carried out using your previous access data to the MSC or to view the securities account. You will receive your personal user ID and password from your advisor.
Functions:
- Consolidated asset overview including all fund shares, insurances, investments and bank accounts
- Chat function (Ticket system)
- Query the current portfolio
- Factsheets on the individual funds including performance, risk of return, key figures, loss of profit, asset allocation
- Overview of previous transactions
- Display of the performance of your portfolio
- Display of the composition of your portfolio
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Submission of orders directly via the app, confirmation by password or digital signature
- Securities orders can be entered directly in the app
- Digitally sign contract documents
- General securities information
- Consultations directly via the app with voice and Videochat
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